阿聯(lián)酋房地產(chǎn)市場前景及投資研究報告-培訓課件外文版2024.4恒大萬科萬達碧桂園

INDUSTRIES

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MARKETSRealestateintheUAECHAPTER

01GlobaloverviewSizeoftheglobalrealestatemarketin2021,withforecastsfrom2022to2030(inbillionU.S.dollars)Realestatemarketsizeworldwidein2021,withforecastsupuntil2030161414.61413.512.912.411.91210811.310.7109.5642020212022202320242025202620272028202920303Description:Therevenueofrealestatecompaniesworldwidewasvaluedat9.5billionU.S.dollarsin2021andispredictedtoincreaseintermsofCAGRby4.8percentbetween2021and2030,accordingtoareportbyNextMoveStrategy.Withagrowingdemandforindustrialandcommercialinfrastructureandtherecoveryoftheglobaleconomyfromthecoronavirus(COVID-19)pandemic,by2030,thesizeoftherealestatemarketisexpectedtoreach14.6billionU.S.dollars.Accordingtothesource,other[...]

ReadmoreNote(s):Worldwide;2021Source(s):NextMoveStrategyConsultingValueofresidentialrealestatetransactionsworldwidein2023,withaforecastfor2028,bycountry(inbillionU.S.dollars)Residentialrealestatesalesvalueforecastinleadingcountriesworldwide2023-2028TransactionvalueinbillionU.S.dollars20232,000202805001,0001,5002,5003,0003,5004,0004,500UnitedStatesChinaIndiaGermanyJapanSouthKoreaUnitedKingdomNetherlandsSpainIndonesiaItalyRussia4Description:TheUnitedStatesandChinawerethecountrieswiththelargestvalueofresidentialrealestatetransactionsworldwidein2023.AccordingtodatabyMarketInsights,theresidentialmarketsinbothcountrieshadanestimatedtransactionvalueofclosetothreetrillionU.S.dollars.Indiawasthethirdcountryintheranking,withatransactionvalueofapproximately254billionU.S.dollars.All20countrieswereforecasttoseetheirhousingmarketsgrowby2028,withtheU.S.reaching[...]ReadmoreNote(s):Australia,Brazil,Canada,China,France,Germany,India,Indonesia,Italy,Japan,SouthKorea,Mexico,Netherlands,Russia,SaudiArabia,Spain,Switzerland,Turkey,UnitedKingdom,UnitedStates;2023Source(s):Annualchangeinrealhousepricesinselectedcountriesworldwidein2ndquarter2023Annualchangeinrealhousepricesinselectedcountriesworldwide2023Changeinprice20%0%5%10%15%25%30%35%40%45%TurkeyUnitedArabEmiratesGreece39.5%12.9%11.2%Israel*Croatia5.8%5.2%PortugalMexico*4.2%3.9%SingaporeThailand2.2%2.2%Philippines*NorthMacedoniaCyprus*1.8%1.6%1.1%0.6%Spain5Description:Housepricesworldwidedeclinedinmanycountriesworldwidein2023.Intheadvancedeconomies,residentialpropertypricesfellbyfivepercentasofthefirstquarterof2023.Outofthe58countriessurveyed,atotalof16experiencedhousepricegrowth,withthree(Turkey,UnitedArabEmirates,andGreece)exceeding10percent.Realpricegrowthreferstothepercentagechangeofhousepricesadjustedforinflation.Whencomparingthenominalpricechange,theaveragehouseprice[...]

ReadmoreNote(s):Worldwide;Q22022andQ22023;*figuresrefertoQ12023ReadmoreSource(s):BankforInternationalSettlementsLuxuryrealestatepricechangeinselectedcitiesworldwidein2022Luxuryrealestatepricechangeworldwide2022,bycityPricechange0%5%10%15%20%25%30%35%40%45%50%DubaiAspen44.2%27.6%Riyadh25%TokyoMiami22.8%21.6%Prague16.3%15.3%15%AlgarveBahamasAthens13%HamptonsPorto12.7%12.7%MustiqueProvence12%12%6Description:InDubai,luxuryhomepricessurgedbyover40percentbetweenDecember2021andDecember2022,makingitthefastestgrowingluxuryrealestatemarketsworldwide.IntheUnitedStates,Aspenwasthemarketwherepricesrosethemostduringthatperiod.TokyowastheAsia-Pacific(APAC)citythatexperiencedthemostpricegrowthintheluxurymarketamountingto22.8percent.ReadmoreNote(s):Worldwide;2022Source(s):KnightFrank;VarioussourcesYear-on-yearchangeinbrandvalueofrealestatecompaniesworldwidein2023Yoychangeinrealestatebrandvaluesworldwide2023,bycompany40%29.5%30%20%10%0%17.9%15.5%9.6%4%3.9%1.9%-1.4%-10%-20%-30%-40%-50%-15.1%-37%EMAAR(UAE)CBRE(U.S.)ChinaResourcesLand(China)ChinaOverseasLandandPolyDevelopment(China)LongforProperties(China)Vanke(China)ChinaGreenland(China)CountryGarden(China)MerchantsInvestment(China)Shekou(China)7Description:In2023,thebrandvalueofEMAAR,arealestatedevelopmentcompanybasedinDubaiincreasedbynearly30percent.EMAARwasoneofthetwonon-Chinesecompaniesamongthe10mostvaluablerealestatecompaniesworldwidebasedonbrandvaluethatyear.Vanke,thetop-rankingcompany,sawaminorincreaseof1.9percentin2023.ReadmoreNote(s):Worldwide;2023;Toptencompaniesbybrandvalues.Source(s):BrandFinanceCHAPTER

02ResidentialrealestateNumberofplannednewresidentialunitsintheemirateofDubaiin2021and2022,bytype(in1,000units)NewsupplyofresidentialunitsinDubai2021-2022,bytype2021*2022*504540353025201546451110570NewvillasNewapartments9Description:Accordingtoestimatesfor2022,45thousandnewapartmentsandseventhousandnewvillasaretobeaddedtotheresidentialmarketoftheemirateDubai.TheemirateofDubaihadanestimatedexistingsupplyof743thousandresidentialunitsforthatyear.ReadmoreNote(s):UnitedArabEmirates;2020;*EstimatedReadmoreSource(s):C;DubaiStatisticsCenter;REIDIN;ValuStratNumberplannednewresidentialunitsintheemirateofAbuDhabiin2021and2022,bytype(in1,000units)NewsupplyofresidentialunitsinAbuDhabi2021-2022,bytype2021*2022*1210811.2642.4210.30NewvillasNewapartments10Description:Accordingtoestimatesfor2022,2.4thousandnewapartmentsandaround300newvillasaretobeaddedtotheresidentialmarketoftheemirateAbuDhabi.TheemirateofAbuDhabihadanestimatedexistingsupplyof253thousandresidentialunitsforthatyear.ReadmoreNote(s):UnitedArabEmirates;2020;*EstimatedReadmoreSource(s):C;DubaiStatisticsCenter;REIDIN;ValuStratNumberofresidentialunitsintheemirateofDubaifrom2018to2022(in1,000units)SupplyofresidentialunitsinDubai2018-202280074368668670065059060050040030020010002018201920202021*2022*11Description:Accordingtoestimatesfor2022,theemirateofDubaihadasupplyof743thousandresidentialunits.Furthermore,45thousandnewapartmentsandseventhousandnewvillasaretobeaddedtotheresidentialmarketofDubai.

ReadmoreNote(s):UnitedArabEmirates;2018to2020;*EstimatedReadmoreSource(s):C;DubaiStatisticsCenter;REIDIN;ValuStratNumberofresidentialunitsintheemirateofAbuDhabifrom2018to2022(in1,000units)SupplyofresidentialunitsinAbuDhabi2018-20223002532412412502001501005023823402018201920202021*2022*12Description:Accordingtoestimatesfor2022,theemirateofAbuDhabihadasupplyof253thousandresidentialunits.Furthermore,2.4thousandnewapartmentsandaroundthreehundrednewvillasaretobeaddedtotheresidentialmarketofDubai.

ReadmoreNote(s):UnitedArabEmirates;2018to2020;*EstimatedReadmoreSource(s):AbuDhabiUrbanPlanningCouncil;C;REIDIN;ValuStratAnnualchangeofresidentialapartmentscapitalvaluesinDubaiasofDecember2022,bylocationAnnualchangeofresidentialapartmentscapitalvaluesDubai2022,bylocationAnnualchangeofcapitalvalues0%2%4%6%8%10%12%14%16%PalmJumeirahJumeirahBeachResidenceBurjKhalifa14.5%11.4%10.3%DowntownDubaiTheGreens9.1%6.5%AlFurjanJumeirahLakeTowersDubaiMarina5.7%5.6%4.4%TheViews3.8%TownSquare3.5%3.4%InternationalCityDubailandResidenceComplexMotorCity2.4%2.4%13Description:AccordingtoValuStrat,theannualcapitalvalueofresidentialapartmentsinPalmJumeirahinDubaiincreasedby14.5percentasofDecember2022.Thecapitalvalueofresidentialapartmentsinthislocationreachedaround2.3millionUnitedArabEmiratesdirhamsasofthesamemonth.ReadmoreNote(s):UnitedArabEmirates;December2022Source(s):ValuStratMonthlychangeofresidentialapartmentscapitalvaluesinDubaiasofDecember2022,bylocationMonthlychangeofresidentialapartmentscapitalvaluesDubai2022,bylocationMonthlychangeofcapitalvalues0.4%

0.6%0.0%PalmJumeirah0.2%0.8%1.0%1.2%1.4%1.2%JumeirahBeachResidenceDiscoveryGardensMotorCity1.1%1.1%0.9%AlQuozFourth0.8%TheGreens0.8%0.8%DowntownDubaiDubailandResidenceComplexTownSquare0.7%0.6%0.6%InternationalCityAlFurjan0.5%DubaiMarina0.2%DubaiSportsCity0.1%14Description:AccordingtoValuStrat,themonthlycapitalvaluesofresidentialapartmentsinPalmJumeirahinDubaiincreasedby1.5percentasofDecember2022.Thecapitalvalueinthislocationreachedaround2.3millionUnitedArabEmiratesdirhamsasofthesamemonth.ReadmoreNote(s):UnitedArabEmirates;September2021Source(s):ValuStratCapitalvaluesofresidentialapartmentsinDubaiasofDecember2022,bylocation(in1,000UnitedArabEmiratesdirhams)ResidentialapartmentscapitalvaluesDubai2022,bylocationCapitalvaluesinthousandUnitedArabEmiratesdirhams05001,0001,5002,0002,5003,000JumeirahBeachResidenceBurjKhalifa2,533.082,4572,323.56PalmJumeirahDubaiMarina1,663.2JumeirahLakeTowersTheViews1,501.561,427.91,358.22DowntownDubaiMotorCity1,093.73BusinessBay938.67TheGreens745.45730.27DubaiSportsCityJumeirahVillageDubailandResidenceComplex563.16559.8515Description:AccordingtoValuStrat,thecapitalvaluesofresidentialapartmentsinJumeirahBeachResidenceinDubaireachedaround2.5millionUnitedArabEmiratesdirhamsasofDecember2022.Capitalvaluesinthislocationincreasedby5.7percentascomparedtothepreviousyear.ReadmoreNote(s):UnitedArabEmirates;December2022Source(s):ValuStratValuStratpriceindex(VPI)forcapitalvaluesofresidentialapartmentsinDubaiasofDecember2022,bylocationValuStratpriceindexresidentialapartmentscapitalvalues2022,bylocationValuStratpriceindex0102030405060708090100110PalmJumeirahJumeirahBeachResidenceMotorCity96.982.380BurjKhalifa79BusinessBay78.5TheViewsAlFurjanDowntownDubaiAlQuozFourth7776.874.273.3TownSquare73.172.972.9DubaiSiliconOasisDubailandResidenceComplexTheGreens71.716Description:AccordingtoValuStrat,residentialapartmentsinPalmJumeirahinDubaihadthehighestpriceindexforcapitalvalues,valuatedat96.9asofDecember2022.Thecapitalvalueinthislocationreachedaround2.3millionUnitedArabEmiratesdirhamsasofthesamemonth.ReadmoreNote(s):UnitedArabEmirates;December2022Source(s):ValuStratValuStratpriceindex(VPI)forcapitalvaluesofresidentialvillasinDubaiasofDecember2022,bylocationValuStratpriceindexforresidentialvillascapitalvaluesDubai2022,bylocationValuStratpriceindex60

8002040100120140160PalmJumeirahEmiratesHillsDubaiHillsEstateTheLakes142.2132.1103.1102.1101.5ArabianRanchesJumeirahIslandsGreenCommunityJumeirahParkMeadows99.2999998.6VictoryHeightsJumeirahVillageMudon97.49793.2AlFurjan82.917/statistics/1170548/dubai-valustrat-price-index-for-residential-villas-capital-values-by-locationAccordingtoValuStrat,PalmJumeirahhadthehighestpriceindexforcapitalvaluesofresidentialvillasinDubai,valuatedat142.2asofDecember2022.Thecapitalvalueinthislocationreachedaround16.9millionUnitedArabEmiratesdirhams.

ReadmoreNote(s):UnitedArabEmirates;December2022Source(s):ValuStratResidentialcapitalvaluesofvillasinDubaiasofDecember2022,bylocation(in1,000UnitedArabEmiratesdirhams)ResidentialcapitalvaluesofvillasDubai2022,bylocationCapitalvaluesinthousandUnitedArabEmiratesdirhams05,00010,00015,00020,00025,00030,00035,00040,00045,00050,00046,580EmiratesHillsPalmJumeirahJumeirahIslandsDubaiHillsEstateVictoryHeightsGreenCommunityJumeirahParkMeadows16,8507,952.427,8506,969.796,3075,764.225,707.5ArabianRanchesTheLakes4,598.884,263.154,196.12AlFurjanJumeirahVillageMudon2,416.432,100.618Description:AccordingtoValuStrat,theresidentialcapitalvalueofvillasinEmiratesHillsinDubai,UnitedArabEmiratesreachedaround46.58millionUnitedArabEmiratesdirhams(AED)asofDecember2022.Thecapitalvaluesofvillasinthislocationincreasedby1.4percentascomparedtothepreviousmonth.ReadmoreNote(s):UnitedArabEmirates;December2022Source(s):ValuStratMonthlychangeofresidentialvillascapitalvaluesinDubaiasofDecember2022,bylocationMonthlychangeofresidentialvillascapitalvaluesDubai2022,bylocationMonthlychangeofcapitalvalues0.6%

0.8%0.0%EmiratesHills0.2%0.4%1.0%1.2%1.4%1.4%1.6%JumeirahIslandsDubaiHillsEstateGreenCommunityVictoryHeightsPalmJumeirahMeadows1.4%1.4%1.2%1.1%1.1%1.1%TheLakes1%Mudon1%1%ArabianRanchesJumeirahParkJumeirahVillage

0%AlFurjan

0%0.9%19Description:AccordingtoValuStrat,thecapitalvalueofresidentialvillasinEmiratesHillsinDubaiincreasedby1.4percentascomparedtothepreviousmonthasofDecember2022.Thecapitalvalueinthislocationreachedaround46.58millionUnitedArabEmiratesdirhamsasofDecember2022.ReadmoreNote(s):UnitedArabEmirates;December2022Source(s):ValuStratAverageresidentialpricespersquarefootinDubaifrom2008to2022(inUnitedArabEmiratesdirhams)AverageresidentialpricesDubai2008-20222,5001,9502,0001,5001,0005001,3801,22389889402008201020142020202220Description:AccordingtoValuStrat,theaverageresidentialpricesinDubaireachedaround1,223UnitedArabEmiratesdirhams(AED)in2022,risingfromaround894AEDin2020.

ReadmoreNote(s):UnitedArabEmirates;2008to2022Source(s):DubaiLandDepartment;ValuStratCHAPTER

03CommercialrealestateSalesvolumeofofficeunitsinDubaifromthe4thquarterof2018to2022OfficeunitssalesvolumeDubaiQ42018-202260050040030020010005695382782422362018201920202021202222Description:AccordingtoValuStrat,thesalesvolumeofofficeunitsintheemirateofDubaiintheUnitedArabEmirates(UAE)reachedaround569in2022,upfromaround538thepreviousyear.ReadmoreNote(s):UnitedArabEmirates;Q42018to2022Source(s):ValuStratQuarterlychangeinofficecapitalvaluesinDubaifromthe4thquarterof2019to2022QuarterlychangeofofficecapitalvaluesDubaiQ42019-20227%6%5%4%3%2%1%0%-1%-2%6.4%2.1%-1.3%2020-1.9%2019-3%2021202223Description:AccordingtoValuStrat,thequarterlychangeofofficecapitalvaluesintheemirateofDubaiintheUnitedArabEmirates(UAE)reached2.1percentin2022,downfrom6.4percentinthepreviousyear.ReadmoreNote(s):UnitedArabEmirates;Q42019to2022Source(s):ValuStratAveragepriceofofficeunitsinDubaifromthe4thquarterof2018to2022(inAEDpersquarefoot)AveragepriceofofficeunitsDubaiQ42018-20221,00087886590080070060050040030020010007197176502018201920202021202224Description:AccordingtoValuStrat,theaveragepriceofofficeunitsintheemirateofDubaiintheUnitedArabEmirates(UAE)reachedaround865AEDpersquarefoot,upfromaround717inthepreviousyear.

ReadmoreNote(s):UnitedArabEmirates;Q42018to2022Source(s):ValuStratGrossleasableareaofcompletedmallsandshoppingcentersinDubaiin2022(in1,000squaremeter)GrossleasableareaofmallsandshoppingcentersDubai20223,0002,5002,0001,5001,0005002,7611,179554275350ConvenienceNeighborhoodCommunityRegionalSuperregional25Description:AccordingtoValuStrat,thegrossleasableareaofsuperregionalshoppingcentersintheemirateofDubaiintheUnitedArabEmirates(UAE)reachedaround2.76millionsquaremeters

ReadmoreNote(s):UnitedArabEmirates;2022Source(s):ValuStratNumberofcompletedmallsandshoppingcentersinDubaiin2022NumberofmallsandshoppingcentersDubai202260485040302010031221717ConvenienceNeighborhoodCommunityRegionalSuperregional26Description:AccordingtoValuStrat,thenumberofcompletedsuperregionalmallsandshoppingcentersintheemirateofDubaiintheUnitedArabEmirates(UAE)reached17centers.ReadmoreNote(s):UnitedArabEmirates;2022Source(s):ValuStratOfficesupplyinAbuDhabifrom2019to2021withaforecastuntil2023(inmillionsquaremeters)OfficesupplyAbuDhabi2019-20214.54.03.913.873.873.83.693.53.02.52.01.51.00.50.02019202020212022*2023*27Description:AccordingtoValuStrat,therewas3.87millionsquaremetersofofficeareasinAbuDhabiin2021.Theadditionof0.05millionsquaremetersin2022broughttheestimatedofficeareasinAbuDhabito3.92millionsquaremeters.

ReadmoreNote(s):UnitedArabEmirates;2019to2021;*referstoestimatedfigures.ReadmoreSource(s):ValuStratCHAPTER

04IndustrialrealestateHighpricerentalrateofindustrialsupplyinDubaiin2022,bylocation(inAEDpersquaremeter)HighpricerentalrateofindustrialsupplyDubai2022,bylocation6005605064845004003002001000409388AlQouzJebelAliFreeZoneDubaiInvestmentParkAlQusaisJebelAliIndustrialFirst29Description:AccordingtoValuStrat,thehighpricerentalrateofindustrialsupplyintheemirateofDubaiitheUnitedArabEmirates(UAE)reachedaround560AEDpersquaremeterinAlQouzin2022.ReadmoreNote(s):UnitedArabEmirates;2022Source(s):ValuStratLowpricerentalrateofindustrialsupplyinDubaiin2022,bylocation(inAEDpersquaremeter)LowpricerentalrateofindustrialsupplyDubai2022,bylocation250200150100502372262151941720DubaiInvestmentParkAlQouzJebelAliFreeZoneAlQusaisJebelAliIndustrialFirst30Description:AccordingtoValuStrat,thelowpricerentalrateofindustrialsupplyintheemirateofDubaiintheUnitedArabEmirates(UAE)reachedaround237AEDpersquaremeterinDubaiInvestmentParkin2022.ReadmoreNote(s):UnitedArabEmirates;2022Source(s):ValuStratQuarterlyc